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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,789 | $52,678-7.4% | $75,784-35.6% | $59,633-18.2% |
| Participation rate | 73.3% | 67.2%+6.1pp | 75.8%-2.5pp | 68.7%+4.7pp |
| Annual return | -0.77% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,217 | $2,193-44.5% | $3,323-63.4% | $2,203-44.7% |
| Participant deferral / active EE | $3,202 | $2,591+23.6% | $3,652-12.3% | $3,192+0.3% |
| Admin fee / account holder | $10,743 | $3,610+197.6% | $5,300+102.7% | $4,297+150.0% |